Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,091
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Post by Dave on Jan 13, 2020 4:00:26 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,091
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Post by Dave on Jan 13, 2020 4:20:47 GMT -8
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Post by silkstone on Jan 13, 2020 6:17:31 GMT -8
Yep, that sounds about right.
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Post by artman1033 on Jan 13, 2020 6:46:10 GMT -8
AAPL ALL TIME HIGH! $317.07 All Time Highest TODAY intraday
updated at close (3 PM CENTRAL)
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Post by dreamRaj on Jan 13, 2020 6:49:36 GMT -8
Hats off to Gene for having the guts to take a stand last year. When AAPL was getting dumped from 233 to 142 and everybody was joining the AAPL is doomed bandwagon, he stood by his price target of 350. From Gene's lips to God's ears will happen after earnings
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Post by socal Film Composer on Jan 13, 2020 6:50:54 GMT -8
Slow and steady as she goes.... I'll take $465 whoever the market decides on the multiple, the more time APPL has to grow wearables and services, the more secure and investible the story becomes - I bookmarked this seeking alpha article from Feb. 2018 (!) - I thought the thesis was super compelling, and at the time it seemed like an insane(ly) bullish prediction - I was intrigued and mostly agreed w/the thesis - in the rear view mirror the author looks pretty damn smart! Apple: Returning $750 Billion To ShareholdersFeb. 6, 2018 8:26 AMApple Inc. (AAPL) Summary Apple has disclosed the approach it will take to cash management in light of the new flexibility in the US tax code. The company has full access to its $285 billion today. Grasping the size and extent of Apple's cash stockpile and its ability to generate additional cash is awe-inspiring and not well-understood. This article presents a forecast/proposal for Apple's capital return, consistent with the parameters the company outlined. By 2026, a share price of $500 and $11.50+ annual dividend per share is not really a stretch.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 13, 2020 7:33:22 GMT -8
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jan 13, 2020 8:24:40 GMT -8
Really dumb article on dividends. Assuming you want cash flow (some people are retirees), take the dividend. Never sell a stock you think is going to double or triple or better because of some tax differences vs dividends. I even bought my home on margin instead of selling shares to buy it, and boy am I glad I did that (Apple has more than doubled since). I view the dividend as Apple paying me to own its shares. Apple of all companies has plenty of money to do both dividends and buybacks. Lawdy, it has how many billions on hand? Bottom line is, some people live off of dividend money. YMMV, but don't assume your situation fits all. *** I've long been a Munster fan. Some haters gave Gene $#!t because of the TV thing. Well, he was right and of course Apple was and is working on a TV. But Tim's job is to say no, not yes, and so far he's said no. I didn't know Loup Ventures runs an ETF (symbol: LOUP). Weirdly it holds AMD and Blackberry and Tesla, but no Apple. Gene: Apple Is Our Pick for Top Performing FAANG Stock in 2020. BTW, Gene was right in his Apple will be the best performing FAANG stock in 2019.
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ono
Member
compensation
Posts: 537
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Post by ono on Jan 13, 2020 8:43:36 GMT -8
Slow and steady as she goes.... I'll take $465 whoever the market decides on the multiple, the more time APPL has to grow wearables and services, the more secure and investible the story becomes - I bookmarked this seeking alpha article from Feb. 2018 (!) - I thought the thesis was super compelling, and at the time it seemed like an insane(ly) bullish prediction - I was intrigued and mostly agreed w/the thesis - in the rear view mirror the author looks pretty damn smart! Apple: Returning $750 Billion To ShareholdersFeb. 6, 2018 8:26 AMApple Inc. (AAPL) Summary Apple has disclosed the approach it will take to cash management in light of the new flexibility in the US tax code. The company has full access to its $285 billion today. Grasping the size and extent of Apple's cash stockpile and its ability to generate additional cash is awe-inspiring and not well-understood. This article presents a forecast/proposal for Apple's capital return, consistent with the parameters the company outlined. By 2026, a share price of $500 and $11.50+ annual dividend per share is not really a stretch. Great article, and comments. Thanks. In many articles bashing buybacks, they point out that executive compensation is based at least in part, by share price appreciation. So, self serving, and biased; as their compensation is largely stock based. Not so Apple's executive compensation plan (sure stock, but self serving bias avoided): Performance Measure (Weighting) Net Sales (50%) Operating Income (50%) Total Shareholder Return The performance-based RSUs granted to our named executive officers vest according to the applicable vesting schedules described below, depending on Apple's total shareholder return relative to the other companies in the S&P 500 for the applicable performance period ("Relative TSR"). The Compensation Committee chose Relative TSR as a straightforward and objective metric for Apple's shareholders to evaluate our performance against the performance of other companies and to align with shareholders' interests.
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 13, 2020 10:18:39 GMT -8
From 24/7WallSt Top Analyst Upgrades and Downgrades: Alexion, American Water Works, Apple, Schwab, Crowdstrike, FedEx, IBM, Microsoft, Nvidia, Ryanair, Tesla and More: “Apple Inc. (NASDAQ: AAPL) was reiterated as Buy and its target price was raised to $375 from $300 at D.A. Davidson.” That’s quite a jump! I’m starting to get a bit nervous about over-exuberance, especially as we move into what has traditionally been the slower half of Apple’s fiscal year.
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ono
Member
compensation
Posts: 537
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Post by ono on Jan 13, 2020 10:31:35 GMT -8
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 13, 2020 11:22:04 GMT -8
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JDSoCal
Member
Aspiring oligarch
Posts: 4,182
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Post by JDSoCal on Jan 13, 2020 11:39:10 GMT -8
Of course, Apple can only claim 30% of those revs that are not Apple-developed under GAAP.
Weeeeeee.
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ono
Member
compensation
Posts: 537
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Post by ono on Jan 13, 2020 12:29:48 GMT -8
Give me another $13. and change...
10/23/19, Katy Huberty:
The bull case: $328.50 *
The mid-case: $289.
Edit: removed the poorly reported mid-case number.
*I'm not finding my source for the bull case
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Post by aaplcrazie on Jan 13, 2020 12:56:18 GMT -8
Now Hear This Now Hear This....
Paging Artman to The Flight Deck........
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Post by dreamRaj on Jan 13, 2020 13:01:22 GMT -8
316.96. Up by $6.63.
THIS. IS. CRAZY.
WHHEEEEE !!!!
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Post by plcm123 on Jan 13, 2020 13:03:59 GMT -8
Oh man, imagine if AAPL exceed earning and guidance expectations, it may as well run to $375.
Congrats to the longs, and the very-longs !!!
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4aapl
Moderator
Posts: 3,622
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Post by 4aapl on Jan 13, 2020 13:13:56 GMT -8
Wow! Sometimes it's hard to separate euphoric from bubbly. I like to think this is just euphoric, and that it's justified by positive China iPhone sales. As long as the rest of the market doesn't get too crazy, things may be stable enough. That's quite a daily chart, and impressively it's on only slightly above average volume. It was fun to check in on the pricing action, while enjoying a few nice runs.
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Post by dreamRaj on Jan 13, 2020 13:14:00 GMT -8
Oh man, imagine if AAPL exceed earning and guidance expectations, it may as well run to $375. Quite likely that'll happen. But otoh, I'm wondering (borderline worried) what'll happen if Apple only reports within their guidance range. I think anything less than 90 bln will result in a brief sell-off.
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bud777
fire starter
Posts: 1,352
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Post by bud777 on Jan 13, 2020 13:16:47 GMT -8
J.D., Congrats on your TESLA buy. Up 46.71 today!!!!
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ono
Member
compensation
Posts: 537
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Post by ono on Jan 13, 2020 13:17:45 GMT -8
Uh, up 8% in 8 trading days, YTD? Wow.
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Post by artman1033 on Jan 13, 2020 13:19:23 GMT -8
AAPL ALL TIME HIGH!$317.07All Time Highest TODAY intraday 29,360,405
shares traded today AAPL ALL TIME HIGHEST CLOSE!$316.96aaplinvestors.net/stats/rank/AAPL market CAP. +1.390 TRILLION AAPL ALL TIME HIGH market CAP. +1.390 TRILLION TODAY +$1.390 TRILLION
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Post by plcm123 on Jan 13, 2020 13:28:20 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it.
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on Jan 13, 2020 13:30:56 GMT -8
Today is a very special milestone for me. 15 years ago in the spring of 2005 I bought my first 100 shares split adjusted around $5.27. I sold a bunch for minor earthly pleasures but Today my accounts reached 1 Million. 1 Million is not like it used to be and not a lot compared to many here on the forum but it is what it is. So thankful for the people at Apple and everyone here on the board who tempered my frustration from all the massive dips. 🖖
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Post by hyci004 on Jan 13, 2020 13:36:34 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it. I remember someone on this board demanding Tim to be fired. Glad Apple’s board ignored this advise.
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coma
Member
Posts: 522
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Post by coma on Jan 13, 2020 13:39:15 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it. I remember someone on this board demanding Tim to be fired. Glad Apple’s board ignored this advise. Sponge ?
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4aapl
Moderator
Posts: 3,622
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Post by 4aapl on Jan 13, 2020 13:45:17 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it. Throwing more money at a problem, or a solution, isn't always the best way. OTOH, if there were some perk that Apple could give Tim, like the jet to Steve, then I could see that. For a few years in my mind one of the top risks was keeping Steve happy, since he had plenty of money and I was worried Pixar might be tempting to become more than a day a week hobby. But with another decade of thought and life experiences under my belt, it seems like as long as you don't get burned out or have a personal or family medical issue, it's tempting to ride the wave. Buffet does it, while he could walk away at any time. But really that's just the finance side, whereas Steve, and now Tim, can shape and change the world, to some extent. But that extent is pretty huge, considering they can meet with world leaders and change 3rd party work conditions, world wide. Elon is doing likewise. Mankind will one day be able to land on Mars. But with him pushing it along, that might happen a decade or even 50 years earlier than it would otherwise. Same with other things, like widespread (10%?) adoption of electric cars. And possibly with other hobbies too, like solar, tunneling, and even brain related add-ons or manipulation. Does getting more money from it motivate him? Or is he trying to make a dent in the universe? What gift do you give to the person who has everything, or can buy anything? Maybe Apple can find something, but it's doubtful that it's just more money.
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Post by plcm123 on Jan 13, 2020 13:56:03 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it. Throwing more money at a problem, or a solution, isn't always the best way. OTOH, if there were some perk that Apple could give Tim, like the jet to Steve, then I could see that. For a few years in my mind one of the top risks was keeping Steve happy, since he had plenty of money and I was worried Pixar might be tempting to become more than a day a week hobby. But with another decade of thought and life experiences under my belt, it seems like as long as you don't get burned out or have a personal or family medical issue, it's tempting to ride the wave. Buffet does it, while he could walk away at any time. But really that's just the finance side, whereas Steve, and now Tim, can shape and change the world, to some extent. But that extent is pretty huge, considering they can meet with world leaders and change 3rd party work conditions, world wide. Elon is doing likewise. Mankind will one day be able to land on Mars. But with him pushing it along, that might happen a decade or even 50 years earlier than it would otherwise. Same with other things, like widespread (10%?) adoption of electric cars. And possibly with other hobbies too, like solar, tunneling, and even brain related add-ons or manipulation. Does getting more money from it motivate him? Or is he trying to make a dent in the universe? What gift do you give to the person who has everything, or can buy anything? Maybe Apple can find something, but it's doubtful that it's just more money. Tim can use the money when he runs for presidency in 2008 :-)
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stub
Member
The fix is in. Be patient. Don't panic.
Posts: 300
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Post by stub on Jan 13, 2020 14:16:39 GMT -8
AAPL must have been in league with the Devil today. :^\
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Post by longsince98 on Jan 13, 2020 14:25:53 GMT -8
It's time to give Tim Cook a big raise, I know he doesn't need it, but I trust Tim will do the right thing with it. Throwing more money at a problem, or a solution, isn't always the best way. OTOH, if there were some perk that Apple could give Tim, like the jet to Steve, then I could see that. For a few years in my mind one of the top risks was keeping Steve happy, since he had plenty of money and I was worried Pixar might be tempting to become more than a day a week hobby. But with another decade of thought and life experiences under my belt, it seems like as long as you don't get burned out or have a personal or family medical issue, it's tempting to ride the wave. Buffet does it, while he could walk away at any time. But really that's just the finance side, whereas Steve, and now Tim, can shape and change the world, to some extent. But that extent is pretty huge, considering they can meet with world leaders and change 3rd party work conditions, world wide. Elon is doing likewise. Mankind will one day be able to land on Mars. But with him pushing it along, that might happen a decade or even 50 years earlier than it would otherwise. Same with other things, like widespread (10%?) adoption of electric cars. And possibly with other hobbies too, like solar, tunneling, and even brain related add-ons or manipulation. Does getting more money from it motivate him? Or is he trying to make a dent in the universe? What gift do you give to the person who has everything, or can buy anything? Maybe Apple can find something, but it's doubtful that it's just more money. Tho certainly to a lesser degree, I can understand this mindset. As long as you’ve got enough money to be happy with your physical worldly needs, for some people you’re no longer working hard for the money, but rather for achieving significant things in your life - different people have different motives of course. For me personally, the AAPL returns have stopped being relatable to my lifestyle and needs - but as someone who owns a few businesses that are successful in their own right, the AAPL returns are the fuel to the fire of our ambitions, including the desire to do good in the world. It’s incredibly liberating, and I’m incredibly grateful to this company.
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